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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,081 | $142,392-97.1% | $119,622-96.6% | $134,532-97.0% |
| Participation rate | 11.1% | 82.8%-71.7pp | 79.3%-68.2pp | 81.2%-70.1pp |
| Annual return | -7.25% | -12.46%+5.2pp | -14.98%+7.7pp | 418.27%-425.5pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $700 | $6,467-89.2% | $5,601-87.5% | $6,401-89.1% |
| Admin fee / account holder | $97,049 | $13,593+614.0% | $10,328+839.7% | $11,429+749.2% |